Riedel Research Global Macro - Inflation Expectations Are Too Low - Expect Renewed Focus on EM

Founder, Riedel Research

David Riedel

Founder

Independent equity research on GEM Markets

Riedel Research

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Thematic (Sector/Industry)

Last week outlined our view that as key economic data out of China begins to reflect what our China Drag/Pull Indicator has been displaying for months the international mood towards China would improve dramatically, see <a href="http://riedelresearch.us1.list-manage2.com/track/click?u=7239ddbe561696f3ab3b55a2c&amp;id=419fef5ae2&amp;e=e55ce1422e" target="_blank">here</a>. In line with our expectations key economic data reports out of China this week continued to alleviate widespread concerns over the outlook for China: • GDP expanded 6.7% YoY in the 3Q16 - in line with consensus expectations • Retail sales increased 10.7% YoY in September -…

 Last week outlined our view that as key economic data out of China begins to reflect what our China Drag/Pull Indicator has been displaying for months the international mood towards China would improve dramatically, see here. In line with our expectations key economic data reports out of China this week continued to alleviate widespread concerns over the outlook for China: • GDP expanded 6.7% YoY in the 3Q16 - in line with consensus expectations  • Retail sales increased 10.7% YoY in September -…

Why the Recent Rise in Global Inflation Expectations Is Tied to Developments in China